OFFICE 365 & SALESFORCE

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1 CIRRUS INSIGHT: OFFICE 365 & SALESFORCE A MORE EFFICIENT SALES SOLUTION

2 TABLE OF CONTENTS Introduction 3 The Rise of Office The Power of Salesforce 7 Cirrus Insight: Integrating 10 Office 365 with Salesforce Equip with the Best 16 2

3 Introduction Microsoft Office 365 and Salesforce are two of the most cutting-edge and innovative business solutions on the marketplace. Both now and in the future, companies will look to these services to drive efficiency, increase profit, and beat the competition. Integrating Office 365 and Salesforce is vital for businesses seeking to thrive. Source: Cirrus Insight 3

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5 The Rise of Office 365 Long recognized as the undisputed leader in enterprise productivity software, Microsoft is committed to making the Office 365 platform the place to manage your business. Enterprises currently represent 58% of Microsoft s business globally. More than 1 million U.S. government employees use Office MILLION Integrating your customer relationship management (CRM) program into Office 365 puts you at the forefront of Microsoft s massive investment. Microsoft has invested $15 billion to build its massive cloud infrastructure. 15 BILLION Source: Microsoft by the Numbers: The Enterprise Cloud,

6 Microsoft has built the Office 365 platform to create a seamless experience across devices. It used to be different experiences for different devices. Now, it s one experience for all devices. This will increase adoption by increasing usability. The inbox is the place companies expect their workers to work together and conquer challenges. The importance of the cloud for employee collaboration and productivity continues to grow. Cloud-based messaging and collaboration continues to show strong growth and is expected to represent 43% of worldwide business mailboxes by Cloud-based mailboxes, powered by Microsoft Exchange server technology, currently represent 31% of all worldwide Business Cloud Mailboxes. Cloud-provisioned office system users will grow 28.5% each year to 695 million users by This will constitute 60% of the 2022 global user base. Sources: Microsoft Office 365, Exchange Server and Outlook Market Analysis , The Radicati Group; BetterCloud.com 6

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8 The Power of Salesforce SALESFORCE IS THE NO.1 CRM APP IN THE WORLD TODAY. Salesforce.com pioneered the concept and advantages of cloud-based customer relationship management systems. 93% of Salesforce customers indicate that they definitely or probably will continue to use Salesforce in the future. 69% have recommended Salesforce to a colleague. 41.6% of CRM customers use a cloud-based CRM 33.8% chose Salesforce.com. Sources: Salesforce.com Customer Relationship Survey Results, 2013; BetterCloud.com Survey

9 WHY DO COMPANIES KEEP CHOOSING SALESFORCE? When properly implemented, Salesforce drives customer engagement and empowers users. That s why it s so important to have Salesforce in the inbox: It s where you meet customers and empower your employees to perform at their best. Customer Engagement 84% 60% believe that customer engagement will surpass productivity to drive growth. make customer engagement their top priority. The problem: Bcc to Salesforce is very limited: no inbox intelligence from Salesforce; s can only relate to contacts and not other records in Salesforce. Salesforce for Outlook doesn t work with Outlook Web Access or OWA Apps (iphone, ipad, Android, and Windows). The solution: Cirrus Insight works across all devices. It brings Salesforce features and functionality into the inbox to power productivity and customer engagement. Source: The State of Salesforce , Bluewolf 9

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11 Cirrus Insight: Integrating Office 365 with Salesforce Bridging the gap between Office 365 and Salesforce, Cirrus Insight brings the power of your CRM to the place where you meet and interact with your customers: the inbox. Track and see who opens your s with real-time notifications. Save s and attachments to Salesforce with a click. Create and edit Salesforce records. Use and track the most effective messaging with Salesforce templates integration. Customize your Salesforce experience within Office 365. One platform: Microsoft s Office 365 innovative and game-changing one app for all devices development platform means that Cirrus Insight is available everywhere, with one seamless user experience across all devices. Activate the Cirrus Insight for Office 365 app for instant availability across all devices. It works online with Outlook Web Access, as well as on iphone, ipad, and Android OWA apps and on Outlook 2013 (with Exchange 2013 hosted or on premise). Source: Cirrus Insight 11

12 TODAY, MORE IS READ ON MOBILE DEVICES THAN ON DESKTOPS. On average, people check their phones 23 times a day for messaging purposes. 66% 66% of all s are opened on mobile devices. Cirrus Insight powers the mobile enterprise. With more than star reviews on the Salesforce AppExchange, Cirrus Insight helps users reach their goals through increased productivity, engagement, and CRM activity. CIRRUS INSIGHT FEATURES Easy install Single sign-on (SSO) Salesforce OAuth 2.0 CIRRUS INSIGHT SUPPORTS SMB and Fortune 500 companies Government institutions Higher education Sources: Monday.com; 2013 Internet Trends, Kleiner, Perkins, Caufield, and Byers ; U.S. Consumer Device Preference Report, Moveable Ink, 2014, Cirrus Insight 12

13 Cirrus Insight: A Robust Platform 1,000,000,000 Salesforce API transactions 10,000,000 s logged to Salesforce 1,000,000 new leads and contacts created Faster sales cycles More leads Faster customer support response time 25% increase in end-user productivity Better customer satisfaction and retention No more cut and paste user engagement and 5Xin data creation INCREASE 3X 2X FASTER SALES CYCLES 5X 70% more leads and contacts generated in Salesforce with Cirrus Insight MORE INCREASE in Salesforce ROI Salesforce data input Source: Cirrus Insight 13

14 WITH CIRRUS INSIGHT, YOU GET THE #1 CHOICE FOR SALESFORCE & OFFICE 365, ENSURING MAXIMUM CLOUD ROI. BRING YOUR OWN DEVICE: Employees expect a seamless work experience on any device. Employees count on the ability to quickly and easily run any application on their personal technology at work. Cirrus Insight for Office 365 works on any mobile device. That means Cirrus Insight s functionality across all devices is invaluable. 90% In 2013, 90% of U.S. employees used their personal devices for work purposes. Sources: Study conducted by Cisco 14

15 KEY PERFORMANCE INDICATORS Powered by Cirrus Insight Cirrus Analytics 1 2 Cirrus Management Dashboard Discover who s adding the most leads, contacts, and information into Salesforce. See which templates are connecting with customers and which need to be tweaked. Boost Salesforce adoption by 5x. Easily manage your users, licenses, permissions, and settings. Gain total control over your deployment. Source: Cirrus Insight 15

16 EQUIP WITH THE BEST Cirrus Insight powers the mobile enterprise by bringing together the two most important business productivity tools and CRM into one powerful app. Make your software work for you